Alchemi Wealth LLC bought a new stake in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The fund bought 1,622 shares of the company’s stock, valued at approximately $503,000.
A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in MAR. Legal & General Group Plc lifted its position in shares of Marriott International by 9.3% during the third quarter. Legal & General Group Plc now owns 1,465,420 shares of the company’s stock worth $381,654,000 after purchasing an additional 124,759 shares in the last quarter. Lansforsakringar Fondforvaltning AB publ grew its stake in shares of Marriott International by 5.8% during the third quarter. Lansforsakringar Fondforvaltning AB publ now owns 73,759 shares of the company’s stock worth $19,210,000 after purchasing an additional 4,067 shares during the period. Natixis Advisors LLC increased its stake in Marriott International by 12.0% in the third quarter. Natixis Advisors LLC now owns 386,638 shares of the company’s stock valued at $100,696,000 after purchasing an additional 41,547 shares in the last quarter. FMB Wealth Management bought a new stake in shares of Marriott International in the 4th quarter valued at $1,762,000. Finally, Capital International Sarl increased its position in shares of Marriott International by 25.8% in the 3rd quarter. Capital International Sarl now owns 41,237 shares of the company’s stock valued at $10,740,000 after buying an additional 8,448 shares in the last quarter. 70.70% of the stock is currently owned by institutional investors and hedge funds.
Wall Street Analyst Weigh In
Several equities research analysts have recently issued reports on MAR shares. Truist Financial increased their price objective on shares of Marriott International from $350.00 to $356.00 and gave the stock a “hold” rating in a research report on Tuesday, May 26th. Robert W. Baird lowered their price target on shares of Marriott International from $388.00 to $386.00 and set a “neutral” rating on the stock in a research note on Thursday, May 7th. Weiss Ratings reissued a “buy (b)” rating on shares of Marriott International in a research report on Monday, May 11th. Morgan Stanley raised their target price on shares of Marriott International from $350.00 to $353.00 and gave the stock an “overweight” rating in a research note on Tuesday, May 12th. Finally, Mizuho raised their target price on shares of Marriott International from $343.00 to $384.00 and gave the stock a “neutral” rating in a research note on Thursday, May 7th. Eight analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Marriott International has an average rating of “Moderate Buy” and a consensus target price of $382.07.
Insider Activity
In related news, EVP Peggy Roe sold 3,000 shares of the stock in a transaction on Monday, May 18th. The shares were sold at an average price of $361.56, for a total transaction of $1,084,680.00. Following the transaction, the executive vice president directly owned 19,827 shares of the company’s stock, valued at $7,168,650.12. This represents a 13.14% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 11.43% of the stock is owned by insiders.
Key Marriott International News
Here are the key news stories impacting Marriott International this week:
- Positive Sentiment: Marriott said domestic travel has remained strong since the West Asia conflict, suggesting resilient demand and healthy booking trends for its hotel portfolio. Strong domestic travel since West Asia war: Marriott
- Positive Sentiment: Marriott unveiled 600 Bonvoy experiences for the 2026 FIFA World Cup, which could boost brand engagement and drive additional travel-related spending from loyal customers. Marriott Bonvoy Unveils 600 Experiences for FIFA World Cup 2026 Fans
- Positive Sentiment: Marriott opened its 10,000th property globally in India, a symbolic milestone that highlights the company’s continued expansion and scale across international markets. Marriott International Celebrates 10,000 Properties Globally with the Opening of the JW Marriott Ranthambore Resort & Spa
- Positive Sentiment: Management also highlighted the new JW Marriott Ranthambore opening as a milestone for the brand, reinforcing Marriott’s growth pipeline in India and its luxury positioning. Marriott unveils 10,000th property with opening of JW Marriott in India
- Neutral Sentiment: Analyst coverage remains supportive, with brokerages maintaining a “Moderate Buy” consensus, which is constructive but not a fresh catalyst. Marriott International, Inc. (NASDAQ:MAR) Given Consensus Recommendation of “Moderate Buy” by Brokerages
- Neutral Sentiment: Marriott’s planned luxury wellness brand joining Bonvoy in late 2026 adds to its long-term growth story, but the launch is still months away. Marriott’s new luxury wellness brand will join Bonvoy in late 2026
Marriott International Trading Up 1.4%
Shares of Marriott International stock opened at $402.54 on Friday. Marriott International, Inc. has a 1 year low of $253.55 and a 1 year high of $403.25. The firm has a market capitalization of $106.15 billion, a PE ratio of 42.24, a price-to-earnings-growth ratio of 3.16 and a beta of 1.10. The firm’s 50 day moving average is $365.65 and its 200 day moving average is $337.03.
Marriott International (NASDAQ:MAR – Get Free Report) last posted its earnings results on Wednesday, May 6th. The company reported $2.72 earnings per share for the quarter, topping analysts’ consensus estimates of $2.56 by $0.16. Marriott International had a net margin of 9.72% and a negative return on equity of 80.97%. The firm had revenue of $1.81 billion for the quarter, compared to analyst estimates of $6.59 billion. During the same period in the previous year, the firm posted $2.32 EPS. The company’s revenue for the quarter was up 6.2% compared to the same quarter last year. Marriott International has set its FY 2026 guidance at 11.380-11.630 EPS and its Q2 2026 guidance at 2.990-3.060 EPS. As a group, research analysts anticipate that Marriott International, Inc. will post 11.64 earnings per share for the current year.
Marriott International Increases Dividend
The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 30th. Shareholders of record on Friday, May 22nd will be issued a dividend of $0.73 per share. This represents a $2.92 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Friday, May 22nd. This is an increase from Marriott International’s previous quarterly dividend of $0.67. Marriott International’s dividend payout ratio (DPR) is 30.64%.
About Marriott International
Marriott International is a global lodging company that develops, manages and franchises a broad portfolio of hotels and related lodging facilities. Its core activities include hotel and resort management, franchise operations, property development and the provision of centralized services such as reservations, marketing and loyalty program management. The company’s brand architecture spans market segments from luxury and premium to select-service and extended-stay, enabling it to serve a wide range of business and leisure travelers as well as corporate and group customers.
The company traces its roots to the hospitality business founded by J.
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